Sounds like their AI consultant didn’t do a very good job. 7 likes · 0 retweets · 3 replies · 2026-05-29T12:09:52.000Z Captured by scrape-follows from @LiebermanAustin

Really interesting insights on $SNOW 1 likes · 0 retweets · 0 replies · 2026-05-29T17:31:46.000Z Captured by scrape-follows from @LiebermanAustin

Hey @nvidia where do I sign up? 15 likes · 0 retweets · 2 replies · 2026-05-29T17:33:48.000Z Captured by scrape-follows from @LiebermanAustin

The whole $NVDA paying people $22k/yr for data centers at their houses is complete BS. You pay some startup $150/month then they might cover your electricity and internet. No way I’d ever take that deal. 11 likes · 0 retweets · 2 replies · 2026-05-29T23:20:15.000Z Captured by scrape-follows from @LiebermanAustin

Update the @oasishealthapp founder bro @cormachayden_ said it was “mostly user error” Yeah bud, definitely user error because alcohol is “good” and has 0 harmful substances. 32 likes · 0 retweets · 8 replies · 2026-05-28T22:20:53.000Z Captured by scrape-follows from @LiebermanAustin

As a parent of a 10 year old who LOVES baseball and plays travel ball I can promise you this is selective reporting. Yes there are certainly teams and parents who overdo it, but there are plenty of options that are affordable, fun, competitive and give your kids a great 3 likes · 0 retweets · 2 replies · 2026-05-23T18:18:05.000Z Captured by scrape-follows from @LiebermanAustin

Really interesting insights from @qualitateio research into actual buyer data, not just management commentary. $SNOW’s Cortex AI layer is finally showing up in real enterprise conversations. Worth reading the full thread below ahead of earnings. 10 likes · 1 retweets · 2 replies · 2026-05-22T00:26:15.000Z Captured by scrape-follows from @LiebermanAustin

If you want to save the world stop….eating almonds? 9 likes · 3 retweets · 0 replies · 2026-05-22T11:40:42.000Z Captured by scrape-follows from @LiebermanAustin

I’m going to bet Elon and Bezos know more about data centers and actually building stuff than some guy who predicted 37 of the last 2 bear markets. https://x.com/michaeljburry//michaeljburry/status/2057943084353171906… 9 likes · 0 retweets · 4 replies · 2026-05-22T22:36:18.000Z Captured by scrape-follows from @LiebermanAustin

Does this mean Gemini Omni can create anything from nothing? 4 likes · 0 retweets · 3 replies · 2026-05-19T17:53:21.000Z Captured by scrape-follows from @LiebermanAustin

$AMZN IS STUPID CHEAP RIGHT NOW Cheapest valuation in years, fortress balance sheet, dominant ECommerce, advertising, Cloud, and AI chip biz. What more could you want? @FASTGraphs chart shows 100% projected return through 2028 with NO multiple expansion 13 likes · 3 retweets · 2 replies · 2026-05-19T17:07:20.000Z Captured by scrape-follows from @LiebermanAustin

If you’re going to share your good days, you better share your bad days as well. Down almost 5% on the day. 13 likes · 0 retweets · 2 replies · 2026-05-18T19:07:59.000Z Captured by scrape-follows from @LiebermanAustin

Hard to think of a company that has made more acquisitions in a similar time period than $ONDS 6 likes · 0 retweets · 0 replies · 2026-05-18T16:31:46.000Z Captured by scrape-follows from @LiebermanAustin

A lot of people think @FASTGraphs is just for value investors but as a paying member I’ve found it to be the best tool to quickly analyze value, dividend, and growth stocks. 5 likes · 0 retweets · 6 replies · 2026-05-18T17:40:11.000Z Captured by scrape-follows from @LiebermanAustin

10 years ago I remember people saying there would never be a $1T company. Now we have an IPO that’s 2.5X what people thought could never happen. 10 likes · 2 retweets · 3 replies · 2026-05-18T16:52:01.000Z Captured by scrape-follows from @LiebermanAustin

Unpopular opinion. Ryan Cohen isn’t actually a mastermind and $GME is going to fall flat on its face. Sold my shares because I lost patience and saw no actual plan (before this debacle) Last portfolio update: https://austin.substack.com/p/portfolio-change-593… 11 likes · 0 retweets · 2 replies · 2026-05-05T02:42:39.000Z Captured by scrape-follows from @LiebermanAustin

I respect @APompliano but I disagree. I don’t think Ryan’s track record gives him the credibility to just dismiss questions like this. It showed he was completely unprepared and isn’t taking this serious IMO. I think he was relying on meme stock status to make up the extra $$ 4 likes · 0 retweets · 0 replies · 2026-05-05T02:46:23.000Z Captured by scrape-follows from @LiebermanAustin

When you bought 100 shares of USPE in the IPO “I work in private equity” 1 likes · 0 retweets · 3 replies · 2026-04-28T14:17:11.000Z Captured by scrape-follows from @LiebermanAustin

PORTFOLIO UPDATE Total return 175% YTD Return 16% 12 Month Return 94% No day trading No margin No options I share my full portfolio, all transactions, and performance tracked by @SavvyTrader This week's update: https://austin.substack.com/p/portfolio-change-593… 33 likes · 1 retweets · 3 replies · 2026-04-23T11:03:44.000Z Captured by scrape-follows from @LiebermanAustin

Why I'm extremely bullish on Tesla as a company, but refuse to own $TSLA stock. Simply too overvalued for me, but I genuinely hope investors do well. 20 likes · 2 retweets · 8 replies · 2026-04-22T18:54:10.000Z Captured by scrape-follows from @LiebermanAustin

CAN SOMEONE EXPLAIN WHY TESLA DESERVES TO TRADE AT 15x SALES? Revenue growth: 16% Gross margin: 21% $TSLA BULLS MAKE IT MAKE SENSE 62 likes · 3 retweets · 49 replies · 2026-04-22T22:13:07.000Z Captured by scrape-follows from @LiebermanAustin

• Source: https://x.com/LiebermanAustin/status/1992924248315187540
• Author: Austin Lieberman (@LiebermanAustin)
• Date captured: 2026-04-11
• integrated_into: .brief/physical-ai-infrastructure-thesis.md (SaaS vs infra)

TL;DR

…

Legendary investor Howard Marks just released a new memo. “In my 53 years in the investment world, I’ve seen economic cycles, manias and panics, bubbles and crashes, but I remember only two real sea changes. I think we may be in the midst of a third one today.” My Notes… 9428 likes · 1648 retweets · 212 replies · 2022-12-20T10:40:21.000Z Captured by scrape-follows from @LiebermanAustin